Joseph StretchCRD Number: 6579607
Current Firm: State Farm Investment Management Corp.
Joseph Stretch (CRD# 6579607) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salinas, CA and has over 5 years of experience in the finance industry.
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
Castle Rock Wealth Management, LLC
|State Farm Investment Management Corp||Salinas, CA||Sep 2018 - Current||3|
|State Farm Vp Management Corp.||Salinas, CA||Jul 2016 - Current||5|
|Joseph Stretch Insurance Agency||Salinas, CA||Jul 2016 - Current||5|
|State Farm Insurance||Felton, CA||Nov 2015 - Jul 2016||< 1|
|State Farm Vp Management Corp||Felton, CA||Nov 2015 - Jul 2016||< 1|
|Impac Mortgage||Irvine, CA||Dec 2014 - Nov 2015||< 1|
|Clear Vision Funding||Santa Ana, CA||Dec 2013 - Dec 2014||1|
|Pmac Lending||Chino Hills, CA||Oct 2011 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2015|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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